See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CITIZENS TRUST5 years Service code 51 · EIN 95-6806148 PO BOX 3938 · ONTARIO, CA 91761 | Investment Mgmt Fees | $28,476 |
DA DAVIDSON & CO2 years Filed as: D A DAVIDSON Service code 51 · EIN 81-0139474 310 N. LAKE · PASADENA, CA 91101 | Investment Mgmt Fees | $21,306 |
PENCHECKS1 year Service code 63 · EIN 33-6134835 8580 LA MESA BLVD. · LA MESA, CA 91942 | 12b-1 Fees | $5,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,711 | $209,832-45.3% | $189,513-39.5% | $167,490-31.5% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 110.70% | 748.27%-637.6pp | 555.15%-444.5pp | 478.56%-367.9pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $307 | $14,293-97.8% | $12,045-97.4% | $12,309-97.5% |